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Do I need the 8962 form

 
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DawnC
Expert Alumni

Do I need the 8962 form

You should complete Form 8962 if you have a 1095-A form for health insurance coverage in a qualified health plan purchased through a Marketplace. This includes a qualified health plan purchased on HealthCare.gov or through a State Marketplace.   If you have a 1095-A, enter it into TurboTax and TurboTax will generate the 8962.   

 

Where do I enter my 1095-A?

 

If you or a member of your family enrolled in health insurance coverage for 2025 through a Marketplace, you should have received Form 1095-A, Health Insurance Marketplace Statement, from the Marketplace. Form 1095-A shows the months of coverage purchased through the Marketplace and any Advance Premium Tax Credits (APTC in column C) paid to your insurance company to help cover your monthly premium.  If APTC was paid on your behalf, or if APTC was not paid on your behalf but you wish to take the PTC, you must file Form 8962 and attach it to your tax return.   From Form 8962 instructions

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